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Spartan Planning & Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Spartan Planning & Wealth Management’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$43 Hold
1
– – ﹤0.01% 192
2023
Q3 		$39 Buy
+1
New +$41 ﹤0.01% 162
2022
Q4 		$41 Buy
+1
New +$40 ﹤0.01% 164

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spartan Planning & Wealth Management's VNQI Position: Q4 2023 in Review

Spartan Planning & Wealth Management held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q4 2023 at 1 share worth $43. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Spartan Planning & Wealth Management first reported a position in VNQI in Q4 2022 and has held it in 3 quarters since. 376 funds tracked by Wall St. Rank hold VNQI as of Q4 2023.

  • Spartan Planning & Wealth Management held 1 share of Vanguard Global ex-US Real Estate ETF worth $43 as of Q4 2023.
  • Spartan Planning & Wealth Management left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q4 2023.
  • Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #192 holding.
  • Spartan Planning & Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2022 and has held it in 3 quarters since.
  • 376 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.